Aa Financial Advisors, LLC Schwab Strategic Tr Us Dividen Transaction History
Aa Financial Advisors, LLC
- $345 Billion
- Q3 2024
A detailed history of Aa Financial Advisors, LLC transactions in Schwab Strategic Tr Us Dividen stock. As of the latest transaction made, Aa Financial Advisors, LLC holds 5,614 shares of SCHD stock, worth $157,809. This represents 0.14% of its overall portfolio holdings.
Number of Shares
5,614
Previous 4,451
26.13%
Holding current value
$157,809
Previous $346 Million
37.11%
% of portfolio
0.14%
Previous 0.12%
Shares
4 transactions
Others Institutions Holding SCHD
# of Institutions
1,705Shares Held
278MCall Options Held
1.52MPut Options Held
741K-
Lpl Financial LLC Fort Mill, SC11.2MShares$314 Million0.44% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA10.2MShares$286 Million0.15% of portfolio
-
Morgan Stanley New York, NY9.27MShares$261 Million0.06% of portfolio
-
Sumitomo Life Insurance CO8.94MShares$251 Million14.86% of portfolio
-
Avantax Advisory Services, Inc.8.27MShares$233 Million4.66% of portfolio